Dundee Wealth Management AG relies heavily on the drive, ability, insight and expertise of our employees. Everyday, we work across global financial markets and organizational boundaries, bringing together the skill and expertise to meet the needs of our clients and build our businesses.
Meet a handful of these people here.
MARK RUTHERFORD
President and Chief Executive Officer
MSC Global Banking and Finance
European Business School London
Mr. Rutherfords's career in the investment industry spans more than 35 years including 18 with Dundee Wealth Management AG. Previously Mark held several senior management positions including Chief Operating Officer. Prior to joining Dundee Wealth Management AG Mr. Rutherford was stationed in London as the head of the European division of a multi-national bank.
Mark is a microfinance specialist who concentrates on alternative investments for the clients of Dundee Wealth Management AG. Mark's expertise in the analysis of financial statements and valuation allow him to make invaluable recommendations and decisions.
RICHARD ANDERTON
Chief Financial Officer and Vice President of Administration
BSC Economics and Management
University of London
Mr. Anderton joined Dundee Wealth Management AG after 16 years with a world renowned British Financial Institution as Chief Financial Officer. Richard has been with Dundee Wealth Management AG over 10 years.
Mr. Anderton has expanded Dundee Wealth Management AG’s charity and community sponsorship programs in his tenure with the firm.
Richard in addition to promoting Dundee Wealth Management AG community sponsorship is a member of the Heart and Stroke Foundation. Mr. Anderton is a member of the Management Committee of Dundee Wealth Management AG.
DAVID HOWELL
Vice President and Director of Investment Research
MSC Finance and Investment Management
University of Aberdeen Business School
David has been part of the Dundee Wealth Management AG for 18 years and joined the firm straight from University. He has worked his way up the corporate ladder.
Mr. Howell focuses his attention on the international markets combined with economic and political events and the effect they have on global investment opportunities.
LIAM BISHOP
Vice President Global Equity Analyst
MSC Finance and Investment Management
University of Worcester
Mr. Bishop has been with Dundee Wealth Management AG for 10 years, prior to joining Dundee Wealth Management AG he worked as an independent financial planner and consultant.
Liam is an International Financial Management Specialist. In his spare time he focuses his attention on charitable work for the cancer foundation.
ANDREW DIXON
Regional Director - North American Equity Analyst
MSC International Money, Finance and Investment
Durham Business School
Andrew joined Dundee Wealth Management AG in September 2002 prior to joining Dundee Wealth Management AG. Andrew worked in North America with Goldman Sachs as head of the North American Equity Division before returning to his native homeland of England to focus on the education of his children.
Mr. Dixon conducts a thorough synthesis of current research in the global markets and economies prior to making any investment recommendation. Andrew focuses on locating companies that could be the target of an acquisition or merger candidate.
He does this through target valuations, leveraged buyouts, value creation, organization, bid strategies and possible takeover defenses. Mr. Dixon also concentrates on opportunities that can be profitable through arbitrage, speculation and hedging and the complexities and interactions inherent in these roles.
STEVEN McMANUS
Regional Director - European Equity Analyst
MSC Finance
University of London
Mr. McManus joined Dundee Wealth Management AG in 2001. Gary has over 15 years of experience in the British financial industry primarily in senior financial management capacities.
Prior to working in the U.K. Mr. McManus worked with BNP Paribas. Steven's capacity at Dundee Wealth Management AG is not only that of an equity analyst but he is also part of the finance team.
ADAM NOLAN
Regional Director - Asian Equity Analyst
MSC Accounting and Financial Analysis
Angela Ruskin University
Ashcroft International Business School
Adam joined Dundee Wealth Management AG in June 1999. Prior to joining Dundee Wealth Management AG Adam worked in Hong Kong and London at a multi-national investment bank.
Mr. Nolan specializes in financial analysis with a concentration of the interpretation of the accounting statements of public companies prior to making any investment recommendation.
His time in Asia has allowed him to have a better understanding of how Asian companies operate and the cultural effect of decisions of Asian individuals.
SIMON DONAHUE
Fund Analyst
MSC Financial Services
University of Kent, Kent Business School
Simon has been with Dundee Wealth Management AG for over 7 years. Prior to joining Dundee Wealth Management AG Mr. Donahue worked in Geneva as a Fund Analyst for a private Swiss Bank. Simon has concentrated his effort on the study of International Money and Finance.
Mr. Donahue specializes in Pension Funds, Hedge Funds, Mutual Funds and Unit Trusts determining valuation by looking at both the macro and microeconomic picture of the global and regional scenario of the location of each holding of a particular fund.
Mr. Donahue also manages the Dundee Wealth Management AG of Funds, The European Fund, The North American Fund and the Asian Fund.
ANTHONY STEPHENS
Currency Analyst
MSC Investments
University of Birmingham
Birmingham Business School
Anthony joined the firm in 2006. Mr. Stephens previously worked on the foreign exchange desk for a London based investment dealer for 7 years.
Anthony studies all foreign exchange markets and uses his knowledge of theoretical and empirical literature on foreign exchange, international money, markets, investment and risk management to ascertain appropriate investments for Dundee Wealth Management AG and the clients of the firm.
DANIEL RUSSELL
Bond Analyst
MSC Financial Services Risk and Operations
Glasgow Caledorian University
Caledorian Business School
Daniel recently joined Dundee Wealth Management AG 2 years ago as the previous Senior Bond Analyst retired. Previously Alan worked in Edinburgh with a major Scottish investment firm. Mr. Russell specializes in the use of financial derivatives.
Daniel concentrates and analyses the measurement and control of capital prior to making any bond acquisition. Mr. Russell looks at the management of credit risk, liquidity risk, market risk, and operational risk in making decisions on whether a corporate or government risk is viable for the clients of Dundee Wealth Management AG.
LUKE PARRY
Options and Derivatives Analyst
MSC Finance and Economics
London School of Economics
Mr. Parry joined Dundee Wealth Management AG in 2001. Luke previously worked for a major hedge fund specializing in the use of options to hedge against long and short position held by the fund to minimize risk exposure.
Luke was attracted by the opportunity to expand what was a fledgling department of Dundee Wealth Management AG prior to him joining the firm.
Mr. Parry works with both institutional and retail clients to deliver opportunities that meet their specific investment goals. He specialized in technical analysis and the use of years of statistics combined with a theoretical approach in order to determine appropriate investment opportunities.
JAMES SUTLON
Commodities Analyst
MSC Investments
University of Birmingham
Birmingham Business School
Mr. Sutlon joined Dundee Wealth Management AG in 2007 and joined the firm as Chief Commodities Analyst. James has a vast amount of experience that he gained with over 15 years of tenure at a major U.S. based commodities firm at which he moved from a junior analyst to a senior associate analyst.
He now utilizes that experience at Dundee Wealth Management AG to continue to expand the department with innovative new ideas and proposals for the firm and the clients of Dundee Wealth Management AG.
